Investment Return Calculator

See the gain, total return, and yearly return on any investment, all in one place.

How it is calculated

Calculates both the simple percentage gain and the annualized (CAGR) equivalent, so you can see both views at once.

Formula

Gain: Current value − Invested

CAGR: (Current ÷ Invested)^(1/years) − 1

Frequently asked questions

Which figure should I focus on?

CAGR is the fairer number to use when comparing investments held for different lengths of time. Absolute return and gain are easier to understand for just one investment.